Our Advisors

Brandon J Miller

Brandon J Miller

Private Wealth Advisor

Daniel G Platt

Daniel G Platt

Financial Advisor

Abraham Martinez

Abraham Martinez

Financial Advisor

Gene Elliott

Gene Elliott

Associate Financial Advisor

Pamela G Schmitz

Pamela G Schmitz

Financial Advisor

Shilpa Andalkar

Shilpa Andalkar

Associate Financial Advisor

Our Staff

Jim Rosenau

Jim Rosenau

Business Development Manager

Chyrlyne D. Gammad

Chyrlyne D. Gammad

Client Service Coordinator

Francisco E Alfaro

Francisco E Alfaro

Operations Specialist

Amanda Moffitt

Amanda Moffitt

Paraplanner

Michael Telford

Michael Telford

Client Relationship Manager